Zoho Billing Customer Lifecycles
Ensure a smooth customer lifecycle
From seamless customer acquisition and service activation to effective retention and ongoing management, Zoho Billing is purpose-built to power the entire customer experience.
Convert prospects into profitable customers
Tailor quotes to customer preferences
Create quotes that resonate with your customers by tailoring them in their preferred language and to compliance standards.
Turn quotes into invoices
Once receiving your client’s quote approval, convert it into an invoice in a single click without having to re-enter any information.
Offer glimpses of your product
Engage with free trials
Give your prospects a firsthand experience of your services through free trials. Customize your trial period depending on the customers you cater to.
Automated trial notifications
Send automated reminders to keep prospects well-informed as their trial period comes to an end, ensuring a seamless transition to a paid version.
Effortlessly manage subscriptions at scale
Provide your customers with the flexibility to upgrade or downgrade between different plans at any point of the billing cycle. Offer them an option to pause and resume subscriptions at their convenience instead of canceling, reducing involuntary churn.
Place the power in your customers' hands
User-friendly self-service portal
Empower your customers with an intuitive self-service portal that enables them to upgrade or downgrade between subscription plans and take control of their accounts.
Review and approval access
Customers can view, accept, and provide comments on quotes, review and approve timesheets, and manage project details.
Track transaction history
You can track interactions, purchases, and milestones while your customers can access their transaction and purchase history in one spot.